+32.9%
APD vs SWK
+82.9%
-50.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.6% | -0.4% | -2.6% |
| 7D | -0.7% | +11.3% | -12.0% | -1.9% |
| 30D | +10.1% | +28.1% | -18.0% | +7.2% |
| 3M | +4.9% | +12.6% | -7.7% | +3.1% |
| 6M | +2.5% | +51.7% | -49.2% | -1.7% |
| YTD | +27.8% | +60.0% | -32.2% | +20.4% |
| 1Y | +32.9% | +72.7% | -39.8% | +24.8% |
| All | +32.9% | +82.9% | -50.1% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SWK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling